The challenge
What was getting in the way
Finance staff manually captured and entered invoices from multiple sources, making processing slow and increasing month-end pressure.
Accounting / Finance
SAGE AutoEntry Invoicing Automation
Accounting & Finance Business
An invoice-processing pipeline connecting SAGE AutoEntry, Power Automate, Teams, SQL, Planner, and Power BI.
SAGE AutoEntryPower AutomateSQLPlannerPower BI
The solution
What was built
AutoEntry captured invoices, Power Automate orchestrated processing, SQL held structured records, Planner managed exceptions, and Power BI surfaced finance visibility.
- Automated invoice capture through SAGE AutoEntry
- Power Automate processing and routing
- Structured storage and audit in SQL
- Planner tasks for exceptions
- Power BI reporting for finance teams
MajorityStandard invoices automated
FasterMonth-end processing
FullInvoice audit trail
System flow
How the pieces connect
A simplified architecture view. Production details vary by environment, identity model, data policy, and operating constraints.
Capture
SAGE AutoEntryInvoice data→
Process
Power AutomateValidation and routing→
Store
SQLStructured audit data→
Resolve
PlannerException tasks→
Report
Power BIFinance visibilityRelated work
More systems in the same problem family
Start with one workflow
Bring me the process that is slow, manual, or difficult to scale.
In 20 minutes, we can map the bottleneck, identify what is worth automating, and decide whether a proof of value makes sense. No pitch deck required.
Book a complimentary workflow audit →
Can’t find a suitable time on the calendar? Message me on WhatsApp and I’ll do my best to arrange a time that works.
In Riyadh during LEAP 2026 · Remote worldwide · On-site by arrangement